You can add tasks to a sheet or individual rows to assign action items to firm or client users.
The Tasks menu displays all sheet and row tasks.
To open the Tasks menu, select the Tasks button in the sheet toolbar.
Click on a task to view details or make edits.
View and add sheet tasks
Sheet tasks apply to the overall sheet, not a specific row.
To view sheet tasks, open the Tasks menu.
To create a new sheet task, open the Tasks menu and select + Add a task.
View and add row tasks
Sheet row tasks use the Tasks column to link tasks to specific sheet rows. You must add the Tasks column to a sheet before you can link tasks to sheet rows.
When a row contains open or closed tasks, the Tasks column displays a button with the task count.
To view a row's tasks, select the task count button in the Tasks column. Click on a task to view details or make edits.
To create a new row task, select ⊕ in the Tasks column.
View changes since a task was created
Open the details on a row task to view what changes were made to the row since the task was created. This can help you check if the assignee has addressed the action item in your review note.
Filter sheet rows by tasks
Along with the typical filter options, the Tasks column contains unique options for the task properties Status, Assignee, and Tags.
View all sheet tasks in an engagement
To view tasks across all an engagement’s sheets, open the engagement and follow these steps:
Open the Dashboard menu and scroll to Tasks.
Select Show Filters and set the Task Type filter to
Sheet,Sheet Row, or both.
Import sheet tasks
You can import tasks into a sheet rows to quickly create multiple tasks.
Open the sheet Utilities menu and go to Import > Import Tasks.
Download the template.
Open the template in Excel and populate it with your tasks and sheet row mappings. Save your file.
Return to the Import Tasks menu. Click Upload File and select your import file.
Create templates for tasks
To create a template with sheet tasks, consider adding tasks to a sheet inside an engagement template. Sheet tasks inside engagement templates are included in engagements created the template.
Tasks added to sheet templates are not included in sheets created from the template.